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PERRYMAN FINANCIAL ADVISORY INC /AD: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PERRYMAN FINANCIAL ADVISORY INC /AD on SCHD, newest first. How the timeline and the estimate are built.

PERRYMAN FINANCIAL ADVISORY INC /AD held 163,946 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 163,946 shares
    Change vs previous 13F -21,161 shares

    0.69% of the 13F portfolio, value $5,198,738.

    13F-HR 0001214659-26-008887 filed by PERRYMAN FINANCIAL ADVISORY INC /AD
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F/A 185,107 shares
    Change vs previous 13F -25,642 shares

    0.85% of the 13F portfolio, value $5,679,073.

    13F-HR/A 0001214659-26-005219 filed by PERRYMAN FINANCIAL ADVISORY INC /AD
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 210,749 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $5,780,855.

    13F-HR 0001214659-26-001667 filed by PERRYMAN FINANCIAL ADVISORY INC /AD
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).